QuickBooks Online

Available in Four Versions:
Simple Start; Essentials; Plus and Advanced

QuickBooks Online is a web based version of QuickBooks used through an encrypted cloud system. It’s ideal for self-employed, multi-location companies and small businesses. There are multiple options depending on your business and its needs. Options include, Simple Start, Essentials, Plus and Advanced.

• Access your data from anywhere, anytime.
• Grant access to your accountants and multiple users so they can update sales, expenses and updated timesheets. Choose what they can see and the changes they can make.
• Automatic updates and backups through the QuickBooks firewall server.
• Monthly subscription includes, support, multi-location and auto backups.

Everything in one place

• Connect your accounts. Automatically import transactions from your bank, credit cards, PayPal, Square, and more.
• Automatically sort transactions. QuickBooks sorts transactions into tax categories. You approve or edit them.
• Create custom rules. Create rules for how you want to categorize expenses.
• Keep tabs on your finances. Make smarter business decisions with instant access to key financials including income, expenses, outstanding invoices, and more.
• Get valuable insights. Instantly see how your business is performing with reports including profit & loss, expenses, and balance sheets.
• Email reports. Easily share reports with your accountant or set up automatic email reporting to send the latest business insights right to your inbox.

Run key reports

• See how much you’re making. Understand how business is doing through your dashboard, profit and loss, and balance sheet.
• Manage your cash flow. Track the cash flowing in and out of your business so there are no surprises.
• Identify who owes you. Keep tabs on your open invoices, customer balances, and past due amounts.
• Create professional reports. Share a professional-looking summary of your finances with your business partners.
• Budget for your goals. Create a roadmap for your spending and keep your business on track.
• Get funding to grow. Give investors the financial info they need to approve you for a loan.
• Run custom reports. Every business is different. Tailor your reports to see the info that matters most to you.

Be ready for tax time

• Take photos of receipts. Snap and save photos of receipts so you’re ready in case of an audit.
• Discover every deduction. Keep things organized in one place so you never miss a deduction.
• Custom tax categories. We’ll tailor tax categories so they’re just right for your business type, but you can always add your own if you need to.
• Smart organization. Automatically sort business expenses into the right deduction categories so you keep more of what you earn.
• Easy quarterly taxes. We automatically calculate quarterly taxes to help you set money aside and avoid year-end surprises.
• Accountant assist. From Profit & Loss to Schedule C forms, QuickBooks keeps things organized for easy collaboration with your accountant.

Send estimates

• Track your clients. Stay on top of client details so you know where you stand on a job.
• View estimate status. Keep tabs on the status of your estimates so nothing slips through the cracks.
• Save time with templates. Kickstart a new job by duplicating a previous estimate or by using a template.
• Add a splash of personality. Create personalized estimates that reflect your business and your brand.
• Create custom fields. Add custom fields to your estimates for tracking and reporting.
• Put your best foot forward. Impress clients with a professional looking estimate.
• Convert estimates to invoices. Turn estimates into invoices and get jobs rolling without skipping a beat.

Invoice & accept payments

• Make it easy to pay. Let your customers pay you online or on the spot.
• Free ACH bank transfers. Skip the fees when your clients pay with ACH bank transfers.
• Accept multiple currencies. Track and manage multiple currencies. QuickBooks automatically adjusts for changes in exchange rates.
• Customizable invoices. Add your logo and accent colors to reflect your brand. Select from an array of templates, then make it your own.
• Set custom reminders. Create personalized reminders to easily follow up on unpaid invoices.
• Get notifications. Track invoices every step of the way with notifications when your invoices has been viewed, paid, and deposited.

Track sales & sales tax

• Get paid on the spot. Accept credit cards anywhere with our mobile card reader.1 Plus, record cash and check payments.
• Display your brand. Personalize receipts by adding your logo, messaging, and social media links.
• Calculate sales tax. Automatically calculates thousands of state, city, and county sales tax rates around the U.S.
• Know what you owe. Generate reports that show how much you’ve accrued and how much you owe.
• Avoid penalties. We’ll help keep track of payment due dates so that you can avoid penalties for late payments.
• Track and manage products. Always know what you have on hand with automatic inventory updates. Available in Plus only.